Christian Gonzalez
Summary
Highly analytical and client-focused Retirement Plan Specialist with 9+ years of experience in designing and administering comprehensive retirement solutions for diverse client bases, including strong proficiency in 401k and pension plans. Proven ability to ensure regulatory compliance while providing exceptional client service and developing strategic investment plans aligned with financial goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Retirement Education Specialist
VANGUARD
01.2023 - 09.2025
- Evaluated retirement plans for major employers by analyzing risk tolerance and long‑term objectives, enabling participants to make informed decisions about their retirement strategy.
- Partnered with thousands of employers to coordinate on‑site educational meetings, tailoring presentation formats to audience needs and collaborating with key stakeholders to address organizational goals.
- Administered financial transactions with accuracy and efficiency, ensuring timely fund distribution. Prepared support tickets and follow‑up communications to facilitate smooth processing and enhance client satisfaction.
- Improved customer satisfaction by proactively resolving account issues and expediting fund disbursements to ensure participants received their funds without delay.
- Strengthened associate performance by adapting coaching methods to individual learning styles, resulting in increased comprehension of training materials and sustained success.
- Organized and facilitated on‑site employer meetings, reinforcing client relationships and delivering customized retirement planning solutions.
- Conducted on‑site educational sessions across multiple states, effectively engaging diverse employee groups and empowering participants with essential retirement planning knowledge.
- Delivered personalized one‑on‑one consultations that improved participant understanding, increased engagement, and supported stronger retirement readiness.
Executive Retirement Specialist
VANGUARD
06.2016 - 01.2023
- Answered inbound calls to assist participants with retirement questions, providing clear guidance and resolving concerns efficiently.
- Served as a senior associate responsible for handling complex and escalated matters, providing expert guidance and solutions. Coached and supported fellow associates when they encountered challenging situations, ensuring prompt and effective resolution for both participants and team members.
- Proctored incoming classes, ensuring a smooth onboarding experience for new associates and fostering a supportive learning environment that contributed to increased training completion rates and overall team readiness.
Skills
- Retirement Planning
- Investment Basics
- Financial Planning & Analysis
- Regulatory Compliance
- Client Relationship Management
- Expense Reporting
- Meeting Coordination
- Presentation Skills
- Cross-Functional Collaboration
- Coaching & Mentoring
- Bilingual in English & Spanish
- Long-term care planning
- Financial literacy education
Certification
- Series 6 License
- Series 63 License
- SIE License
Timeline
Retirement Education Specialist
VANGUARD
01.2023 - 09.2025
Executive Retirement Specialist
VANGUARD
06.2016 - 01.2023